About PlanPlus Online

PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers.

The system provides an all-in-one solution for sales automation, customer relationship management and support, email marketing, project management and website integration. PlanPlus Online utilizes Franklin Planner's core personal productivity tools such as calendar, contacts, notes and task sheets to manage a company's sales, marketing, customer support and project management.

PlanPlus Online helps in leads management. Businesses can reduce the number of leads lost during the transition from phone to a database and improve their response time. With automated messagin...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

83 Reviews of PlanPlus Online

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(36)

36

4 stars

(26)

26

3 stars

(8)

8

2 stars

(4)

4

1 stars

(9)

9

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 83 results

February 2017

Eric from Compass /

Verified Reviewer

Company Size: 201-500 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

February 2017

February 2017

Rosemary from American Sustainability Leadership Council

Verified Reviewer

Company Size: 2-10 employees

Industry: Oil & Energy

Time Used: Less than 6 months


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2017

PPO transforms your company, your team and reignites productivity-Seriously!

Incredible client services! Continues beyond a service purchase. Company managers - Over the past 15 years, our company has gradually bought into six separate software programs to handle operations. Our recent reorganization demanded a total revamp of the way we conduct business. Our employees spent endless unproductive hours capturing info in the different programs. The PPO program is a robust program that can handle everything in a very logical manner. Plan, prioritize, profile, schedule, sales, marketing, event planning, projects and adapt to social media feeds and tracking in a very unique way thanks to the Franklin Covey component. Company teams- Millennials-don't let the Franklin Covey name mislead you think this is an older professionals software program. Unleashing the power of all the built-in components intuitively put everything in the proper prospective-FAST so you can move onto your other life roles while remaining in the same program.

Pros

Everything is in one place. The software binds people and technology together. Company team is on the same track and aware of how their responsibilities are critical to the financial success for the company. The PPO team is constantly adapting their software to the needs of their clients for ease of use. The learning curve is shortened by a convenient "Walk me through" box that guides you through the system. Need more info - over 200 short videos available 24/7. Help eliminate managers time with team questions "how do I"? The Franklin Covey planning integration is the key component that totally launches the software above the competitors. The new Focus and Compass features give rhyme and reason to team responsibilities. The built in Role feature allows the user to assimilate life roles into their business roles for the ultimate experience.

Cons

At a glance the program seems simple to use the new interface is clean; however the hidden strength relies on the user's commitment to understand the process system of personal planning and how it relates to sales and marketing. In order to maximize the talent of the software, users must dedicate time upfront for full comprehension and the importance of their individual input and relationship to the overall productivity of other users. To comment on the cons, I would have to put the onus of responsibility on the user not the software.

August 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

2.0

Functionality

2.0

August 2018

PlanPlus promises alot but doesn't deliver

I was trying to set up sales revenue and prospect reports. Their reports worked but in the end, I went back to using Outlook. Working to learn PlanPlus took a lot of time that I didn't have. What concerns me is that PlanPlus didn't do what they said it would do which is to work in tandem with Outlook 365.

Pros

I liked the fact that they PROMISED that the system would sync with my Outlook account and that they CRM would work in conjunction with my Outlook contacts. They helped me build a system that could capture a great deal of the information I needed to maintain

Cons

The person assigned to help me really tried but he couldn't fix the software issues between outlook and plan plus. The IT people were only available by email and took forever to get back to me. I gave up trying to make the system work for my needs after six months of frustration. After I stopped calling NO ONE attempted to reach back out to me. I feel that this was a complete waste of a lot of my time and money. When I went to review the plan on their website, they blocked my review so here it is for all to see.

August 2019

Anthony from Charles Dunn Real Estate Services

Verified Reviewer

Company Size: 51-200 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Plan Plus Delivers Value

I first started using Plan Plus years ago when you would load the software with a 3.5" floppy onto your desktop. This has certainly changed. the company is committed to customer support. Rep. who is the Director of Business Development, reviewed my profile and made sure I had all of the options to increase my productivity. This was good to touch base and get updated.

Pros

This is a super simple web based online CRM that I started using two years ago. I use the calendar function and project management functions the most. The fact that I can check and update my schedule on my smart phone is important. One thing I really like is how user friendly the interface is. There are multiple navigation paths to get things done.

Cons

I would like to edit the calendar entries and labels more easily. I would like to make some notifications audible and others just visual.

August 2019

David from Primerica

Verified Reviewer

Company Size: 10,000+ employees

Industry: Financial Services

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2019

Long Time User of the Plan Plus

My experience has been life changing

Pros

I used the Paper organizer for many years but around ten years ago i switched to the digital software and it has been working for me greatly. The combination of the Plan Plus online and the app for my iPad and phone work together. I have been using the Seven Habit planner for over twenty seven years and i cannot live without it has truly become a habit and a way of life for me - I highly recommend it to other, the connecting factors of mission, role, goal and organizing capabilities are invaluable. I have record of what I did twenty five years ago on a given week and day.

Cons

Not too much, the system has evolved with time and has stayed relevant.